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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,475 | $72,177-95.2% | $115,038-97.0% | $59,633-94.2% |
| Participation rate | 84.9% | 72.6%+12.4pp | 81.4%+3.6pp | 68.7%+16.3pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,387 | $4,783-29.2% | $6,026-43.8% | $3,192+6.1% |
| Admin fee / account holder | $15 | $4,927-99.7% | $8,175-99.8% | $4,297-99.7% |